Sea Ltd Earnings Update: Q3 2026
Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.
Tuesday, November 10, 2026
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From X
@negligible_cap Negligible Capital on X
*ANTHROPIC SIGNS $35B CLOUD DEAL WITH LAMBDA IN TEXAS: WSJ $NVDA holding the lease, developed by $HUT
Raging Capital Ventures on X
@solbier1 and @factorialfunds are crushing it, venture legends in the making. Early investors in $SPCX, Anthropic, Perplexity, Eleven Labs, and others… We proudly hosted Sol at our October 2024 conference. Full conference interview here: Congrats, Sol!
@ChrisCamillo 1 clickChris Camillo on X
@reddy67874 @Jerry19880 @piques15 only stock i added to today was $AMZN. like the risk/reward probabilities here on $TTWO, but there’s more downside if player sentiment and engagement data start moving the wrong way.
Lee Roach on X
@steven_finch Pretty much everything I own has revenues declining. People pissed and moaned when I bought $HOG because it was "dying"
@irbezek 1 clickIan Bezek on X
@sigmazerocap I own a small position in $CRM (thankfully lower cost base), and no $META, so $CRM it is. Clicks results. Wow, guess CRM is going up another 25% next quarter. Love when everyone is positioned wrongly.
Chris Camillo on X
@ryanTesling @piques15 added to $AMZN today, no surprise there
Chris Camillo on X
@ryanTesling don’t care as i’m not focused on $AMZN short term trading rn
Chris Camillo on X
@Spykex02 no. currently just holding $TTWO equity. i did have a large one-day weekly call position i entered on thursday’s dip and exited friday. down a bit more today than i made last wk but im fine!
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BASML $589B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Auxier Asset Management Third Quarter 2026 META $1.6TAMZN $2.9T
- Platinum Asset Management — International Fund September 2026 quarter CRH $64BMSFT $3.9T
- Bristol Gate Capital Partners 3rd Quarter 2026 CVE $50BELFTY $7.6B
- Mawer Investment Management Third Quarter 2026 2059 $26BBN $94B
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